MFWJX Mutual Fund

MFWJX Mutual Fund

NAV$18.22
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Returns Overview

1 Month
-3.72%
3 Months
+0.11%
6 Months
+4.08%
YTD
+4.94%
1 Year
+7.94%
3 Years (annualized)
+11.89%
5 Years (annualized)
+5.63%
10 Years (annualized)
+6.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFWJX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index Net Dividend
This Mutual Fund (YTD)
+4.94%
Peer Avg (YTD)
+4.96%
vs Peers
-0.03%

MFWJX Mutual Fund Performance

MFWJX performance across multiple time periods: 1-month -3.72%, YTD 4.94%, 1-year 7.94%, 3-year 11.89%, 5-year 5.63%, 10-year 6.76%.

MFWJX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

MFWJX vs another fund shows side-by-side returns. MFWJX alternatives are available in the Mutual Fund Screener.